Curi Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-173,270
| Closed | -$20.3M | – | 60 |
|
|
2023
Q4 | $20.3M | Buy |
173,270
+1,328
| +0.8% | +$156K | 2.8% | 7 |
|
|
2023
Q3 | $19.5M | Sell |
171,942
-17,617
| -9% | -$1.99M | 2.98% | 5 |
|
|
2023
Q2 | $21.8M | Buy |
189,559
+16,869
| +10% | +$1.94M | 2.95% | 6 |
|
|
2023
Q1 | $20.3M | Buy |
172,690
+112,989
| +189% | +$13.3M | 2.92% | 6 |
|
|
2022
Q4 | $6.86M | Sell |
59,701
-24,234
| -29% | -$2.78M | 0.96% | 35 |
|
|
2022
Q3 | $9.59M | Buy |
83,935
+18,734
| +29% | +$2.14M | 1.59% | 26 |
|
|
2022
Q2 | $7.78M | Buy |
65,201
+2,083
| +3% | +$249K | 1.5% | 28 |
|
|
2022
Q1 | $7.7M | Buy |
+63,118
| New | +$7.7M | 1.33% | 31 |
|